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Portfolio (Quarterly) Guide ↗

GILPIN WEALTH MANAGEMENT, LLC

· CIK 0002058144
13F Portfolio $145M AUM 1,064 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1064 New
Page 9 of 54  ·  1,064 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,052.0 $130K 0.09% NEW $123.11 +31.9%
162 ABBV ABBVIE INC Healthcare 513.0 $129K 0.09% NEW $251.64 +1.5%
163 IDV ISHARES TR 3,000.0 $124K 0.09% NEW $41.43 +7.8%
164 BAI BLACKROCK ETF TRUST 2,356.0 $124K 0.09% NEW $52.72 -16.3%
165 EFV ISHARES TR 1,610.0 $123K 0.09% NEW $76.55 +6.8%
166 NOC NORTHROP GRUMMAN CORP Industrials 239.0 $122K 0.08% NEW $509.31 +7.1%
167 PDI PIMCO DYNAMIC INCOME FD Financial Services 7,006.0 $117K 0.08% NEW $16.70 -8.2%
168 VPLS VANGUARD MALVERN FDS 1,500.0 $116K 0.08% NEW $77.58 -1.4%
169 SPIP SPDR SERIES TRUST 4,445.0 $114K 0.08% NEW $25.68 -2.4%
170 SCHG SCHWAB STRATEGIC TR 3,368.0 $114K 0.08% NEW $33.84 +5.7%
171 AIA ISHARES TR 800.0 $113K 0.08% NEW $141.66 -2.2%
172 EMB ISHARES TR 1,134.0 $109K 0.08% NEW $96.44 -1.6%
173 VB VANGUARD INDEX FDS 358.0 $109K 0.07% NEW $303.12 -0.8%
174 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,883.0 $108K 0.07% NEW $57.62 +15.5%
175 PANW PALO ALTO NETWORKS INC Technology 318.0 $108K 0.07% NEW $341.02 +9.0%
176 GE GE AEROSPACE Industrials 289.0 $108K 0.07% NEW $374.12 -8.4%
177 RSP INVESCO EXCHANGE TRADED FD T 500.0 $106K 0.07% NEW $212.77 +3.7%
178 HELO J P MORGAN EXCHANGE TRADED F 1,573.0 $106K 0.07% NEW $67.58 +3.1%
179 MATX MATSON INC Industrials 549.0 $106K 0.07% NEW $192.23 +16.7%
180 CCJ CAMECO CORP Energy 1,020.0 $104K 0.07% NEW $101.86 -1.8%
Page 9 of 54  ·  1,064 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.5%
Financial Services 17.5%
Industrials 14.3%
Healthcare 8.5%
Communication Services 7.3%
Consumer Cyclical 7.2%
Energy 6.7%
Consumer Defensive 2.2%
Utilities 1.0%
Basic Materials 0.5%